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DS

David S. Scheid

DEMETER ADVISORY GROUP
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 5824410
DS

Professional summary

David Steven Scheid, who also goes by David Scheid, is a registered financial professional currently at DEMETER ADVISORY GROUP, LLC located in Miami Beach, Florida.

David is registered as a RR (Registered Representative) and started their career in finance in 2010. David has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

David Scheid

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Steven Scheid's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 18, 2023 - Present

DEMETER ADVISORY GROUP, LLC

Office #1: 1508 Bay Road, #511, Miami Beach, FL 33139
BD
CRD#: 147602
MIAMI BEACH, FL
Past

July 2, 2015 - March 27, 2023

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
San Francisco, CA
Past

August 17, 2010 - June 23, 2015

COWEN AND COMPANY

BD
CRD#: 7616
SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/18/2023)
RR
Florida
(5/3/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 8/3/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/16/2010
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

DA
DEMETER ADVISORY GROUP, LLC
DEMETER ADVISORY GROUP, LLC | DEMETER GROUP ADVISORY, LLC

CRD#: 147602 / SEC#: , 8-67919

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1508 Bay Road, #511, Miami Beach, FL 33139
Mailing Address
1508 Bay Road, #511, Miami Beach, FL 33139
Phone number
(415) 828-5482
Established
Florida since 12/07/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
DEMETER GROUP HOLDINGS, LPMEMBER
COLLINS, ELIZABETH SARAHFINOP/CFO4714831
MENASHE, JEFF ALEXANDERCHAIRMAN/CHIEF COMPLIANCE OFFICER, CEO

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DEMETER ADVISORY GROUP, LLC

CRD#: 147602Miami Beach, FL 33139

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